Value Investing and Today’s Affluent Portfolio

August 5th, 2022 by Legacy Wealth Planning

Every consumer likes a good bargain, particularly value investors, who seek out stocks trading for less than their intrinsic value. By choosing companies the market has undervalued, or investing in mutual funds with similar objectives, value investors may realize positive returns. With proper diversification, the prudent use of a value-based investment philosophy may well serve […]

Read More

In 2022, U.S. inflation hit a 40-year high, with prices for food, housing, gasoline, and other key staples increasing by nearly 10% over the previous year.1 During these uncertain times, stocks have continued a roller-coaster ride that has given heartburn to financial professionals and investors alike. For retirees and seniors on a fixed income, the true […]

Read More

A Financial Planning Guide for Families with Disabilities

July 23rd, 2022 by Legacy Wealth Planning

About 61 million adults in the U.S. live with a disability. Many of these disabilities are serious enough to impact a person’s daily life.

Read More

When it comes to investing, having fewer investments might help streamline your portfolio to manage stress better. Here are some benefits of a simple portfolio and some ways to help you create one.

Read More

Summer is a Fantastic Season to Find a Financial Professional

July 8th, 2022 by Legacy Wealth Planning

You know you need to make a plan with your money – but when? The signs may well sit right in front of you, from your paycheck to your debt to your willingness to ask for professional help.

Read More

An Introduction to Estate Planning for the Sandwich Generation

July 5th, 2022 by Legacy Wealth Planning

children and their parents who are over 65-years old—estate planning may seem like a low priority. After all, when you’re juggling multiple caregiving responsibilities daily, sitting down to draft a will is easy to put off.

Read More

Tips to Shape Up Your Fiscal Fitness this Summer

July 1st, 2022 by Legacy Wealth Planning

then stick with it. If you start a fitness program and drop out, you never give yourself a chance to become physically fit. In the long run, regular workouts pay off.

Read More

Summer Time Reminds Us to Be Flexible

June 18th, 2022 by Legacy Wealth Planning

As summer heats up, it pays to take a good look at how flexible you are. When you plan for the future, you need to be adaptable. No one knows what tomorrow holds.

Read More

A Survival Guide for a Bear Market

June 14th, 2022 by Legacy Wealth Planning

A bear market is a prolonged period of price declines in securities, an index such as the S&P 500, or the overall stock market of usually 20% or more from a recent high. Bear markets can also signal economic downturns such as a pandemic, recession, or geopolitical crisis and may be cyclical or longer-term. Pessimism […]

Read More

Environmental, Social, and Governance (ESG) investing is on the rise throughout the world. A 2018 study from Harvard University’s Kennedy School of Government found that ESG investing now accounts for nearly $30 trillion, which is more than one-fourth of all assets under professional management worldwide.1,2 Here are some definitions and considerations to make when diving […]

Read More